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Introduction to Investment and Taxation Free Course

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  • Description
  • Outcome
  • Certification
  • Investment and tax principles are very important topics in finance and professionals who act as investment and taxation advisors must have a thorough knowledge and understanding of these areas.

    In this free online financial course you will learn more about risk-and-return concepts, capital markets and explore various aspects of taxation such as understanding what tax deductions are and how to calculate the upper and lower bounds on forward settlement prices. This course will be of great interest to financial and business professionals who would like a greater understanding of investment and taxation practices and procedures, and to learners who would like to learn more about these fundamental areas of finance.

  • Learning outcomes:
    - Understanding the key factors which make up the broad subject of Finance;
    - Examine various subjects under the umbrella of finance such as taxation, option expirations and Ponzi schemes;
    - Learn small pockets of information to better explain some common terms in Finance.

  • All Alison courses are free to study. To successfully complete a course you must score 80% or higher in each course assessments. Upon successful completion of a course, you can choose to make your achievement formal by purchasing an official Alison Diploma, Certificate or PDF.

    Having an official Alison document is a great way to share your success. Plus it’s:

    • Ideal for including in CVs, job applications and portfolios
    • An indication of your ability to learn and achieve high results
    • An incentive to continue to empower yourself through learning
    • A tangible way of supporting the Alison mission to empower people everywhere through education.

Modules List( 4 )
  • INTRODUCTION TO INVESTMENT AND TAXATION
  • Module 1: Introduction to Investment
    • Credit Default Swaps (CDS) Intro
    • Investment vs. Consumption 1
    • Investment vs. Comsumption 2
    • Return on capital
    • The Rule of 72 for Compound Interest
    • Introduction to Mortgage Loans
    • Roth IRAs
    • 401(k)s
    • Annual Percentage Rate (APR) and Effective APR
    • Institutional Roles in Issuing and Processing Credit Cards
  • Module 2: Introduction to Taxation
    • Corporations and Limited Liability Why people set up corporations
    • Is Limited Liability or Double Taxation Fair Thinking about whether limited liability or double taxation fair
    • Tax Deductions Introduction Understanding what a tax deduction is
    • Alternative Minimum Tax The basics of the alternative minimum tax
    • Upper Bound on Forward Settlement Price
    • Lower Bound on Forward Settlement Price
    • Option Expiration and Price
    • Actual Option Quotes
  • Module 3: Introduction to Treasury Bonds
    • Ponzi Schemes
    • Payday Loans How Payday lending works
    • Treasury Bond Prices and Yields Why yields go down when prices go up
    • Back of Envelope Office Space Conundrum Back of the envelope calculation of which office space to rent
    • Annual Interest Varying with Debt Maturity
    • Basic Capital Structure Differences Understanding basic capital structure differences
    • Fair Value Accounting Difference between Historical Cost and Fair Value Accounting
    • Market Value of Assets Market value of assets
  • END OF COURSE ASSESSMENT
  • Module 4: General Finance Assessment
    • General Finance Assessment
Topics List ( 1 )
Module 4: General Finance Assessment
You must score 80% or more to pass this assessment.
Course Features
  • Duration

    1-2 Hours

  • Publisher

    Khan Academy

  • Video

    Yes

  • Audio

    Yes

  • Assessment

    Yes

  • Certification

    Yes

  • Price

    Free

  • Reward

    50 Pts

  • Responsive

    No

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